The Background
As a part of business needs, the client used to import data from third party applications to Salesforce, which lead to duplicate contact records in their Salesforce instance creating a desperate need for a Salesforce app, capable of merging, all the duplicate records of contacts into a single contact within an account hierarchy.
The Challenge
Client wanted an app that they can use to merge all the duplicate contacts of single account hierarchy as well as all the accounts hierarchy of an Organization. The main challenge in this project that the Salesforce we can only merge three duplicate records at a time using the Apex Merge method.
The Girikon Team Solution
As per the client requirement, we build a Salesforce custom app with a configuration screen where we can choose a single account hierarchy by providing the parent account details or select all account hierarchies to merge duplicate contact records.
The Result
With the solution of “Batch Process” i.e. Apex Batch, we were able to process records in batches asynchronously.
We developed
New Merge Duplicate screen to start the merge process.
All the related records of the merge contacts automatically assigned to the new master contact record.
The new merged contact record is automatically assigned to the top most parent account of the hierarchy.
The client has been able to remove all the duplicate contact records from Salesforce and have a holistic view of the business.
The Background
Girikon’s Gmail Contact Sync App is a native Salesforce app, which is used to sync contacts record between User’s Gmail and Salesforce account.
The Challenge
The Client requirement is that the APP should be capable to sync the contact records in both direction using the rest API. The main challenge here that the Gmail API support only one record to be updated and created in one API call and Salesforce we have the API call limit in one execution.
The Girikon Team Solution
We build a Salesforce native app that is used to export and import contact records from Salesforce to User’s Gmail Account using the Google REST API. Using this App we can sync the contact details in both the direction.
The Result
With the solution of “Google REST API”, we were able to sync the records in both direction.
We developed
New screen to import contact from Gmail Account as well as export contact records from Salesforce to Gmail Account.
This enabled syncing of contact records between Salesforce and Gmail Account from this single screen in Salesforce.
The Background
Client was is seeking help with the Salesforce development required develop an app that can be used to create a custom Rollup Summary formula field for any lookup relationship with child object.
They need a native Salesforce app that would be used to auto capture the summarized data of child object like count of child records or total sum, min, max and average of field value of type number or double etc. The aggregated data should be store in to the Parent object’s custom field.
The Challenge
The main challenge is that app should be capable to work for any object in Salesforce and should be able to overcome the limitation of standard Salesforce feature of rollup summary field which is not working for the lookup relationship.
The Girikon Team Solution
As per the client requirement, we build a Salesforce APP which is used to achieve the functionality of “Roll- Up Summary” field in lookup relationship between parent child object. This app can be used for any objects in Salesforce and create a custom Roll-Up Summary field with points and click.
The Result
With the solution of “Batch Process” i.e. Apex Batch, and Apex scheduler we were able to process records in batches asynchronously.
We developed
A configuration screen where user can enter Roll-up Summary details of parent and child object that can be used to calculate the summarized data from the child object and sore that value in to the custom parent object that we mentioned in configuration details.
A custom list view of all the Roll-Up Summary configuration details that is used to delete any configuration or run it to get the updated value.
The Background
The requirement was to provide CRUD permissions on Cases for Standard Platform Users to enable then to manage cases effectively.
The Challenge
The Salesforce license being used by the client did not provide Standard Platform Users the access to cases.
The Girikon Team Solution
The solution was delivered in the form of a Visualforce page containing all the mandatory fields. REST API was used to retrieve the Data through the Admin profile and post the same to the database.
The Result
Standard Profile Users now got a view of cases as per status (WIP cases, Submitted cases, Closed Cases) and the ability to CRUD them thereby making the case management process very efficient.
The Background
Girikon identified a need while working with Health and Finance services organisations to develop a change on the Salesforce platform using apex. “eChange Request”, a website provides eChange application services as a Tab in Salesforce Service cloud. The enhancement manages change requests from Clinical, Financial and Revenue Cycle change request and delivering these to internal employees using the Salesforce Dashboards.
Industry:
• Healthcare and Financial
Products:
• Custom – Force.com
The Girikon Team Solution
The Background
A hospital based in the USA with more than 1200 staff using the Salesforce platform to manage their day to day staff allocation activities. Hospital management identified an urgent need for new Salesforce Support Partner to undertake an immediate transfer of services from the previous vendor who extended onsite support for the Salesforce issue resolutions and enhancements. There was a need for the new partner to provide services immediately with urgent issues requiring resolution in a short period on time.
Industry:
• Healthcare
Products:
• Salesforce Sales cloud
The Girikon Team Solution
Girikon was awarded the contract which required an immediate replacement of the existing vendor and urgently performed a two-week knowledge transfer with little to no handover, documentation or as is processes from the previous vendor.
Girikon’s agile approach enabled a speedy deployment of appropriate skilled resources to match the hospital’s service expectation. The majority of Salesforce Consultants were deployed offsite with others deployed onsite for close collaboration with client.
Girikon’s Salesforce Consultants lead the analysis phase which including the documentation of code enabling understanding of the business logic. This accelerated the discovery phase with the project owner and quickly understood the customer requirements and then undertook the documentation of use cases.
Girikon’s disciplined project governance approach including planning regular daily progress reports provided the transparency needed to ensure project owner’s comfort and confidence over the period of transition.
Girikon’s collaborative approach which included daily stand ups, resources including support and project team members worked side by side with the project owner to ensure a successful knowledge transfer and retention. This contributed to reduce issue turnaround and resolution time.
Girikon’s ticket management system and process provided an effective management system to ensure resolution of issues, providing a templated approach and timely feedback to end users.
The Girikon team of certified salesforce consultants proactively optimised the code with the view to reduce maintenance overheads in the BAU phase.
Key Highlights and Features
Girikon managed to reduce an extensive list of issues raised by end users. Girikon also managed to reduce the frustrated end user count (1200+ Salesforce licenced users) which were disgruntled with the previous vendor’s turnaround time and inability to provide workarounds for perceived Salesforce limitations.
Girikon managed issues and client required enhancements in parallel the with BAU support for existing modules.
Automated, complex, document creation using SDocs for very professional presentation to Hospitals. Docusign & Quickbooks Integration
The client experienced an increased ROI with the existing Salesforce Platform which included speedy and a more responsive service, more satisfied end users and efficient use of Salesforce platform.
Reduction of noise from issues increased satisfaction which resulted in effective decision making from management to introduce new Salesforce modules. The implementation of new modules further increased the ROI and business efficiency.
The Background
The client, a large Bank based in the USA, searched for a Salesforce Consultant partner to assist with their Salesforce custom data loader App that would export data from selected reports an FTP server. The preference was that the report data would be exported in CSV format to FTP server at a scheduled time and automatic. The Scheduled task also needed to be configurable in order to meet the client’s requirement with the ability to override the schedule times from time to time.
Industry:
• Banking
Products:
• Salesforce – Force.com
• Java
The Girikon Team Solution
Girikon’s discovery phase revealed further details for the Salesforce report scheduler. i.e. the report should be exported to a FTP location, Salesforce Reports were developed using complex subqueries and were not supported by the standard data loader app. Along with the complexities above the standard Salesforce Data loader App did not support an FTP upload.
Girikon’s design team developed a solution to meet the client’s requirements. It comprised of developing a custom Data loader app in JAVA which could run periodically as scheduled to download data from Salesforce and upload it to the selected and configurable FTP location.
Key Highlights and Features
Girikon’s solution the “Bulk Data Upload” and JAVA application, were able to download a huge number (>1mill) of data records simultaneously.
Girikon’s approach and solution enabled the client to automatically download Salesforce report data in CSV format and upload it FTP server as a scheduled operation and able to be configured internally.
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